I'll start and then turn to you, Mark, if that's okay.
As I mentioned in my comments, we see this happening and we see a huge opportunity, but companies are going to shift those supply chains to countries where they can produce economically and still supply. Part of the reason my companies went to China in the first place was cost competitiveness, moving out of places like western Europe and North America, or certainly Canada and the United States, and into those markets.
We'll see that swing come back, but whether we'll get it or not is entirely up to us. Companies will shift, but they're not going to come to high-cost jurisdictions in Canada, the United States, western Europe or other places. They still need, to some degree, a lower cost production opportunity.
Some of the earlier surveys we're seeing are looking at places like Vietnam and Mexico as regional hubs for manufacturing products in those supply chains, but as I mentioned, I think there's huge opportunity here for Canada as that realignment happens. It won't happen suddenly; it's going to happen over a period of years. There's a massive opportunity with it and we can take advantage of it, but we need to get our business conditions right.